Barings Global Short Duration High Yield Fund
BGH- Exchange
- NYSE
- SEC CIK
- 0001521404
No open-market purchases or sales by Barings Global Short Duration High Yield Fund insiders were filed in the last 90 days; 54 institutions reported holding it in 13F filings for Q2 2026, worth $53.5M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Barings Global Short Duration High Yield Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 50
- −3 vs. Q3 2025
- Shares held
- 3.26M
- −1.00M (−23.5%) vs. Q3 2025
- Total value
- $53.8M
- −$820.7K (−1.5%) vs. Q3 2025
- New holders
- 7
- 17 more added
- Sold out
- 10
- 13 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BGH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 54 | $53.5M |
| Q1 2026 | 51 | $51.6M |
| Q4 2025 | 50 | $53.8M |
| Q3 2025 | 54 | $54.7M |
| Q2 2025 | 48 | $63.9M |
| Q1 2025 | 46 | $57.4M |
| Q4 2024 | 50 | $63.1M |
| Q3 2024 | 47 | $65.9M |
| Q2 2024 | 53 | $74.1M |
| Q1 2024 | 49 | $74.6M |
| Q4 2023 | 55 | $77.3M |
| Q3 2023 | 59 | $70.5M |
| Q2 2023 | 50 | $73.2M |
| Q1 2023 | 57 | $77.1M |
| Q4 2022 | 57 | $82.5M |
| Q3 2022 | 61 | $77.5M |
| Q2 2022 | 62 | $84.1M |
| Q1 2022 | 65 | $98.6M |
| Q4 2021 | 55 | $97.3M |
| Q3 2021 | 51 | $85.3M |
| Q2 2021 | 49 | $83.1M |
| Q1 2021 | 53 | $71.9M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 661,907 | $9.94M | 0.00% | +25,312+4.0% | Added |
| Invesco Ltd. | 355,212 | $5.33M | 0.00% | −48,163−11.9% | Reduced |
| Guggenheim Capital LLC | 329,624 | $4.95M | 0.04% | +41,766+14.5% | Added |
| TSP Capital Management Group, LLC | – | $4.87M | 1.19% | – | – |
| Cohen & Steers, Inc. | 186,013 | $2.79M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 185,588 | $2.79M | 0.00% | +26,369+16.6% | Added |
| Raymond James Financial Inc | 174,347 | $2.62M | 0.00% | −35,553−16.9% | Reduced |
| Capital Investment Advisors, LLC | 156,945 | $2.36M | 0.04% | −6,513−4.0% | Reduced |
| J.W. Cole Advisors, Inc. | 109,868 | $1.65M | 0.04% | +11,343+11.5% | Added |
| PFG Investments, LLC | 105,968 | $1.59M | 0.07% | +105,968 | New |
| Secure Asset Management, LLC | 73,374 | $1.10M | 0.17% | −12,790−14.8% | Reduced |
| GWM Advisors LLC | 68,149 | $1.02M | 0.00% | +205+0.3% | Added |
| Ameriprise Financial Inc | 68,000 | $1.02M | 0.00% | +44,000+183.3% | Added |
| Nilsine Partners, LLC | 63,501 | $953.1K | 0.08% | +1,495+2.4% | Added |
| Janney Montgomery Scott LLC | 59,907 | $899.0K | 0.00% | +6,289+11.7% | Added |
| Bank of America Corp | 58,730 | $881.5K | 0.00% | +128+0.2% | Added |
| Royal Bank of Canada | 56,737 | $852.0K | 0.00% | −1,076−1.9% | Reduced |
| Advisors Asset Management, Inc. | 53,053 | $796.3K | 0.01% | −869−1.6% | Reduced |
| LPL Financial LLC | 47,649 | $715.2K | 0.00% | −13,471−22.0% | Reduced |
| Cetera Investment Advisers | 36,722 | $551.2K | 0.00% | −8,643−19.1% | Reduced |
| Shaker Financial Services, LLC | 33,789 | $511.3K | 0.16% | +33,789 | New |
| Hennion & Walsh Asset Management, Inc. | 28,932 | $434.3K | 0.01% | −12,905−30.8% | Reduced |
| First Trust Advisors LP | 27,304 | $409.8K | 0.00% | −1,864−6.4% | Reduced |
| CI Private Wealth, LLC | 27,085 | $406.5K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 24,767 | $371.8K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 23,795 | $357.0K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 22,281 | $334.4K | 0.07% | +279+1.3% | Added |
| Lido Advisors, LLC | 20,732 | $323.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,424 | $306.6K | 0.00% | +5,934+41.0% | Added |
| Advisor Group Holdings, Inc. | 20,121 | $302.1K | 0.00% | +621+3.2% | Added |
| MML Investors Services, LLC | 16,423 | $246.5K | 0.00% | −95−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 16,400 | $246.2K | 0.10% | −914−5.3% | Reduced |
| UBS Group AG | 15,547 | $233.4K | 0.00% | +130+0.8% | Added |
| Barings LLC | 15,523 | $233.0K | 0.00% | +368+2.4% | Added |
| Comerica Bank | 12,000 | $180.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,930 | $179.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,669 | $175.2K | 0.00% | +126+1.1% | Added |
| Jefferies Financial Group Inc. | 10,795 | $162.0K | 0.00% | +70+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 10,000 | $151.3K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,051 | $150.9K | 0.03% | +10,051 | New |
| Vestmark Advisory Solutions, Inc. | 10,000 | $150.1K | 0.00% | +10,000 | New |
| Allworth Financial LP | 6,100 | $91.6K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 5,518 | $82.8K | 0.05% | +5,518 | New |
| Northwestern Mutual Wealth Management Co | 3,337 | $50.1K | 0.00% | +3,337 | New |
| SOA Wealth Advisors, LLC. | 2,602 | $39.1K | 0.01% | +61+2.4% | Added |
| Stephens Consulting, LLC | 1,281 | $19.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 850 | $12.8K | 0.00% | +850 | New |
| CWM, LLC | 560 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 57 | $856 | 0.00% | −512−90.0% | Reduced |
| Adapt Wealth Advisors, LLC | 0 | $0 | 0.00% | −88,800−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,725−100.0% | Sold out |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −739,281−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |